7448490fb7
* fix(underlag): a verifikat a customer invoice points at is backed by it; PS follows the invoice link (#2298) The invoice-to-verifikat link is written on the invoice side only (invoices.journal_entry_id, invoice_payments.journal_entry_id), while the missing-underlag predicate and the periodisk sammanstallning resolved the invoice from the entry's own source columns. A SIE-imported sale matched to its invoice afterwards therefore kept warning "Underlag saknas" and was left out of the EU sales list, although the account-based momsdeklaration showed it and the verifikat page already listed the invoice as its underlag. - verifikat_without_documents / transactions_without_documents: customer- invoice hanvisning arm (BFL 5 kap 7 §), tenant-scoped on the link row; new migration 20260906135702, pinned by a pg-real test. - getInvoiceReferencesForJournalEntries(): one TS mirror of that arm, used by the journal-list filter and bulk exempt, /api/documents/counts (new invoice_references map) and the transactions list; the push cron mirrors it with its global reads. - Journal list: no "Underlag saknas" chip for a covered entry, matching the engine's own invoice rows and the verifikat detail page. - Periodisk sammanstallning: entries fetched by their EU-revenue lines and attributed through every link (engine source_id, invoices.journal_entry_id, invoice_payments.journal_entry_id); kontantmetod invoice_cash_payment entries are filed too, which the old source_type filter dropped. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_019SaJfqNi4VmsG8FMKq99G6 * fix(underlag): issued invoices only, blocking mixed-customer settlements in PS, chunk-level degrade (#2298 review) - The customer-invoice hanvisning arms (RPCs, both TS resolvers, push cron) now require an ISSUED invoice: status not in ('draft', 'cancelled'), the schema's own definition (migration 20260427150000). NON_ISSUED_INVOICE_ STATUSES in lib/invoices/matchable-statuses.ts is the shared constant; the pg test pins a draft-linked and a cancelled-payment entry as still missing. - Periodisk sammanstallning: one verifikat linked to invoices of different customers is no longer attributed to the first invoice; it is left out of the accumulators and reported once as a blocking MIXED_CUSTOMER_SETTLEMENT naming the voucher, the customer count and the amount. Same-customer settlements are filed in full. - Transactions list: a failed invoice-reference lookup leaves that chunk's verdict unknown (no badges) and continues with the remaining chunks instead of abandoning them. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
48 lines
1.9 KiB
TypeScript
48 lines
1.9 KiB
TypeScript
import { NEEDS_DOC_SOURCE_TYPES } from '@/lib/worklist/categories'
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/**
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* Row-level underlag status for a booked transaction's journal entry.
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*
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* - 'has' : the verifikation has at least one current-version document,
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* or is referenced by a supplier invoice whose source document
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* is retained, or a customer invoice points at it (BFL 5 kap
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* 7 §: hänvisning till underlag); callers merge all three kinds
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* of ids into jeIdsWithDocs
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* - 'missing': the verifikation's source type requires underlag (BFL 5 kap
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* 7§), has none, and is not exempted via journal_entry_no_doc_required
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* - 'none' : no statement either way (system-generated source types,
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* exempted entries): render no badge
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*
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* Mirrors countVerifikatMissingDocument in lib/worklist/categories.ts at row
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* granularity so the per-row "Underlag saknas" badge and the worklist count
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* never disagree on what counts as missing. Contract: callers must pass only
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* POSTED entries (filter journal_entries on status = 'posted', like the
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* worklist does): reversed/corrected entries must render no badge at all,
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* never 'missing'.
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*/
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export type JeUnderlagStatus = 'has' | 'missing' | 'none'
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const NEEDS_DOC = new Set<string>(NEEDS_DOC_SOURCE_TYPES)
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export function computeJeUnderlagStatus(
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entries: Array<{ id: string; source_type: string | null }>,
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jeIdsWithDocs: ReadonlySet<string>,
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exemptJeIds: ReadonlySet<string>,
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): Record<string, JeUnderlagStatus> {
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const result: Record<string, JeUnderlagStatus> = {}
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for (const entry of entries) {
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if (jeIdsWithDocs.has(entry.id)) {
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result[entry.id] = 'has'
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} else if (
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entry.source_type != null &&
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NEEDS_DOC.has(entry.source_type) &&
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!exemptJeIds.has(entry.id)
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) {
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result[entry.id] = 'missing'
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} else {
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result[entry.id] = 'none'
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}
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}
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return result
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}
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